Create Introducer Agreements (IAs)

Create, send and eSign your Introducer Agreement documents in under 30 seconds. Ensure your documents are managed effectively.

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Create, send, and eSign your contracts with ease

Create your agreements
in seconds

Intelligent forms are created from your existing templates. You can even pull data from your CRM and Companies House.

Send to client with
a single click

Just click eSign and you can move onto the next task. No converting to PDF, uploading, emailing, printing or selecting where signatures go.

Your customers eSign
with ease

Quick and simple, works on any device. The eSigned document is filed instantly.

Andy Munson
Andy Munson
Managing Director, Yorvik Business Finance
Yorvik Business Finance

To do a Terms of Business previously took 10 minutes, now they’re done in 30 seconds. Thinking about the volume of clients we have, Doc2 makes a massive saving on a weekly basis.

Read our story

Download 7 Microsoft Word automation tips

If you have a template Introducer Agreement and want to learn some simple and quick-to-action automation tips, download this 9 page PDF today.

Download PDF Or try Doc2 for free with your own template

Created in seconds. eSigned with ease.

Introducer Agreements are simple but important documents to have in place when a business model is reliant on introducers for new clients. An Introducer Agreement sent over quickly and professionally to the potential introducer will ensure a smooth start to your business relationship.

  • Professional every time

    Created without the need for a Word processor. Your Introducer Agreements will be sent quickly and professionally to your clients.

  • 1-Click eSigning

    No more printing, signing, scanning and emailing back. Simple, intuitive and seamless eSigning means Introducer Agreements can be eSigned and filed in no time.

  • Document Storage

    Introducer Agreements are indexed and automatically saved into the cloud. Meaning you can locate and use them at the click of a button.

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We're already saving businesses in these industries time and money

Accounting
Private Finance
Waste Management
SaaS & Technology
Energy
Consultancy

Introducer Agreements created form your templates without the fuss

Document storage and data

Introducer Agreement documents can be stored and filed all in one place and easily found when required. Data across all of your agreements can also be downloaded in a CSV file giving you complete oversight.

Integrated eSigning

Send your Introducer Agreements to be eSigned with a click. Clients follow the unique link and simply type their name to eSign.

User friendly interface

Navigating Doc2 is easy. It is beautifully designed, so you can create, send and eSign Introducer Agreements in seconds.

FAQs

What is an Introducer Agreement?

An Introducer Agreement is an agreement between two parties to define the terms on which introductions may be made from one party to the other. Usually including any fixed fees, commissions and the duration of the agreement.

Who uses Introducer Agreements?

Businesses that have a network of individuals to provide qualified leads through introductions such as accountants, lawyers, and other B2B service businesses will use Introducer Agreements.

How does Doc2 automate my Introducer Agreements?

Doc2 takes your existing Introducer Agreement template and turns it into a series of questions. Agreements are then created by answering these questions. Making it quicker and more compliant than doing it manually.

Why Doc2 over traditional eSigning?

Doc2 focuses on automating the creation of your Introducer Agreement. This means creating them in seconds (literally) and sending them to be eSigned without using Microsoft Word or email.

I'm looking for an Introducer Agreement template

Drop us a message in the live chat, and we might be able to help with an Introducer Agreement template.

Safe & Secure

Your contracts are securely created and can only be accessed by you. They are safely stored in the cloud on our UK-based AWS servers.

Web Application
Firewall

We use Cloudflare technology as an additional layer of protection for your data.

AES-256
Encryption

Doc2 uses international standard encryption.

2-Factor
Authentication

For additional security 2-Factor authentication can be enabled.

SSL
Encryption

Forced SSL connections ensure data is always sent to and from us securely.

Tried, Tested & Trusted

Best decision we have made to switch to them.

We were forced to review our options when a renewal price from the previous company went up, even though usage went down. I came across DOC2 and can honestly say it is the best decision we have made to switch to them.

Mark Whitton
Yorkshire Gas & Power
We are very impressed with the service…

We are very impressed with the service we have received so far from Doc2. The platform is well designed and easy to use, and the support has been fantastic throughout. Would definitely recommend.

Danielle Meakin
Smart Recruit Online
Simple to use

The product is simple to use and provides a good user experience both for us a user as well as for our contacts that are receiving the documents for electronic signature.

David Martin
Ether Solutions
Best functionality I have used in its domain

It is not very often that I come across an app that is designed exactly how it needs to be. No superfluous functionality.

Designed and fit for purpose, out of the box.

Great job guys.

Matthew Peck
Market Rocket
User friendly document creation for our recruitment agency

Doc2 has allowed us to dramatically reduce time in the creation and signing of terms of business with clients. The software has streamlined a previously messy, manual process and it has assisted in making our business professional and engaging when onboarding new clients.

The team at Doc2 were responsive and proactive both during the short set up period and since we adopted the software. As the business grows we will continue to use Doc2 to underpin document creation and signing due to the reduction in time and cost of a previously manual process. Great value and a secure, user-friendly product.

Andrew Murphy
Ceres Resourcing Limited
Highly intuitive, simple to use interface

Great company to do business with and a highly intuitive, simple to use interface that gets our documents sent quickly, signed and filed enabling us to do business faster.

Doc2 are the bees knees, couldn’t recommend them enough.

Giles Goodman
PayFor Limited

Download 7 Microsoft Word automation tips

If you have a template Introducer Agreement and want to learn some simple and quick-to-action automation tips, download this 9 page PDF today.

Download PDF Or try Doc2 for free with your own template